401(k) · DOL Form 5500 · 2024

Payden & Rygel 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
204
Participants Below avg headcount
92nd
Percentile by assets National rank
$609,196
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Accumulation P/S Plan for Employees of Payden & Rygel · Sponsored by Payden & Rygel · California · Finance & Insurance

$124M in assets, 204 participants

Payden & Rygel's Capital Accumulation P/S Plan for Employees of Payden & Rygel reported $124M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,467 in Finance & Insurance (8,549 peers)

Coverage in California

Capital Accumulation P/S Plan for Employees of Payden & Rygel covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $124M.

#7,467
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Capital Accumulation P/S Plan for Employees of Payden & Rygel's outsized position by total assets

Capital Accumulation P/S Plan for Employees of Payden & Rygel vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$124,276,005 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Capital Accumulation P/S Plan for Employees of Payden & Rygel among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Accumulation P/S Plan for Employees of Payden & Rygel sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Accumulation P/S Plan for Employees of Payden & Rygel reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Capital Accumulation P/S Plan for Employees of Payden & Rygel end-of-year assets rose from $110M in the plan year 2023 filing to $124M in the plan year 2024 filing.
  • Capital Accumulation P/S Plan for Employees of Payden & Rygel reported participants rose from 199 in the plan year 2023 filing to 204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 953921788 · Payden & Rygel PY 2024 · 401(k)

Capital Accumulation P/S Plan for Employees of Payden & Rygel · $124M · 204 · 92nd

  • IND $124M
  • EOY 204
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Nicolet National Bank 401(k) Plan
  • EIN ind #7467

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Capital Accumulation P/S Plan for Employees of Payden & Rygel in the asset neighbourhood

Engineered Floors, LLC 401(k) PlanEngineered Floors, LLC 401(k…$124MProvidence Anesthesiology Associates, P.a. Profit Sharing 401(k) PlanProvidence Anesthesiology As…$124MThe Swan Group Retirement PlanThe Swan Group Retirement Pl…$124MNicolet National Bank 401(k) PlanNicolet National Bank 401(k)…$124MCapital Accumulation P/S Plan for Employees of Payden & RygelCapital Accumulation P/S Pla…$124M
End-of-year total assets ($M) among Capital Accumulation P/S Plan for Employees of Payden & Rygel and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$124M
Net Income$14M
Employer EIN953921788
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Payden & Rygel)

Sponsor-wide plan assets over time

All Payden & Rygel plans reported in each filing year

Latest sponsor-wide plan assets
$124M 33.48691302310133% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $93.1M $124M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 187 $93M
2023 1 199 $110M
2024 1 204 $124M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Capital Accumulation P/S Plan for Employees of Payden & Rygel vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Capital Accumulation P/S Plan for Employees of Payden & Rygel, Total assets ($B): 0.124276005 · Participants: 204Capital Accumulation P/S Plan for Employees of Payden & RygelGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Capital Accumulation P/S Plan for Employees of Payden & Rygel vs. nearby 401(k) plans in California, assets vs. participants
Compare Capital Accumulation P/S Plan for Employees of Payden & Rygel side-by-side with 3 peers →

Capital Accumulation P/S Plan for Employees of Payden & Rygel's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nicolet National Bank 401(k) Plan in WI ($124M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Capital Accumulation P/S Plan for Employees of Payden & Rygel assets move in 2024? ▼
Capital Accumulation P/S Plan for Employees of Payden & Rygel grew at a solid clip - up 12.9% during 2024, from $110M to $124M. Reported net income was $14M.
How have Payden & Rygel plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Payden & Rygel's sponsor-wide assets grew 33.5%, from $93M to $124M.
Where does Capital Accumulation P/S Plan for Employees of Payden & Rygel rank by assets among Form 5500 filers? ▼
Capital Accumulation P/S Plan for Employees of Payden & Rygel ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Capital Accumulation P/S Plan for Employees of Payden & Rygel? ▼
Among 401(k) plans in other states, the closest by assets is Nicolet National Bank 401(k) Plan in WI ($124M, 906 participants).
Which 401(k) plans cover a similar participant headcount to Capital Accumulation P/S Plan for Employees of Payden & Rygel? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953921788.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.